Rezny Wealth Management

Latest statistics and disclosures from Rezny Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VUG, IVV, SMH, XLK, JEPI, and represent 75.42% of Rezny Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: JEPI (+$5.2M), AGX, CDNS, GS, AMZN, MSFT, QQQ, FLOT, INTA, PYPL.
  • Started 3 new stock positions in CDNS, AGX, GS.
  • Reduced shares in these 10 stocks: VUG, OCSL, BAM, IVV, SMH, XLK, TLT, VCSH, IEF, XLF.
  • Sold out of its positions in BAM, OCSL.
  • Rezny Wealth Management was a net seller of stock by $-1.7M.
  • Rezny Wealth Management has $479M in assets under management (AUM), dropping by 8.07%.
  • Central Index Key (CIK): 0001535859

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Portfolio Holdings for Rezny Wealth Management

Rezny Wealth Management holds 38 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 31.7 $152M -2% 317k 479.61
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Ishares Tr Core S&p500 Etf (IVV) 27.7 $133M 198k 669.30
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Vaneck Etf Trust Semiconductr Etf (SMH) 6.3 $30M -2% 93k 326.36
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Select Sector Spdr Tr Technology (XLK) 5.3 $25M -2% 90k 281.86
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J P Morgan Exchange Traded F Equity Premium (JEPI) 4.4 $21M +32% 370k 57.10
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Select Sector Spdr Tr Financial (XLF) 3.9 $19M 346k 53.87
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.8 $13M 22k 600.37
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Ishares Tr Fltg Rate Nt Etf (Principal) (FLOT) 2.8 $13M 260k 51.09
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Ishares Tr 20 Yr Tr Bd Etf (Principal) (TLT) 1.6 $7.7M -4% 86k 89.37
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Ishares Tr 7-10 Yr Trsy Bd (Principal) (IEF) 1.6 $7.6M -2% 79k 96.46
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (Principal) (VCSH) 1.3 $6.2M -3% 78k 79.93
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Celestica (CLS) 0.8 $3.9M 16k 246.38
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Credo Technology Group Holdi Ordinary Shares (CRDO) 0.7 $3.5M 24k 145.61
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NVIDIA Corporation (NVDA) 0.6 $3.1M 17k 186.58
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Argan (AGX) 0.6 $2.8M NEW 11k 270.05
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Microsoft Corporation (MSFT) 0.6 $2.7M +4% 5.3k 517.92
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $2.7M 11k 243.10
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Meta Platforms Cl A (META) 0.5 $2.5M 3.4k 730.70
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Apple (AAPL) 0.5 $2.5M 9.7k 254.64
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L3harris Technologies (LHX) 0.5 $2.4M 7.8k 305.41
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Tesla Motors (TSLA) 0.5 $2.4M 5.3k 444.72
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Amazon (AMZN) 0.5 $2.3M +5% 10k 219.57
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Cadence Design Systems (CDNS) 0.5 $2.2M NEW 39k 58.01
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Dxp Enterprises Com New (DXPE) 0.4 $2.1M 18k 119.07
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Stride (LRN) 0.4 $2.1M 14k 148.94
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.1M 4.1k 502.74
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Urban Outfitters (URBN) 0.4 $2.0M 29k 71.43
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Starbucks Corporation (SBUX) 0.3 $1.6M 19k 84.60
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Paypal Holdings (PYPL) 0.3 $1.5M 23k 67.06
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Brinker International (EAT) 0.3 $1.5M 12k 126.68
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.3M 2.2k 612.38
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Intapp (INTA) 0.3 $1.2M +2% 29k 40.90
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $783k 1.2k 666.18
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $627k 2.0k 307.86
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $328k 2.3k 140.95
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $246k 650.00 378.94
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Goldman Sachs (GS) 0.0 $214k NEW 269.00 796.35
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $207k -5% 630.00 328.17
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Past Filings by Rezny Wealth Management

SEC 13F filings are viewable for Rezny Wealth Management going back to 2015

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